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Veruna
by Veruna, INCSalesforcePaid
Manage insurance agency operations in Salesforce with CRM, policy administration, accounting, and workflow automation.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Veruna combines CRM, policy administration, accounting, and automation for insurance agencies on the Salesforce platform. It includes customizable workflows, real-time analytics, and data ownership within a cloud-based AMS.
Key capabilities
from the Salesforce AppExchange listingCRM integration
Integrates customer relationship management with agency management functions.
Policy administration
Provides policy administration within the agency management system.
Accounting integration
Connects accounting functions with CRM and agency management workflows.
Workflow customization
Supports customizable workflows for agency operations.
Real-time analytics
Provides analytics based on current agency data.
Process automation
Includes automation for agency management activities.
Use cases
- Insurance agencies can use the system to combine CRM, policy administration, and accounting in one Salesforce-based environment.
Who it's for
Insurance agencies.
In the catalog
295 plugins in Salesforce Platform · Finance
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Veruna is a modern, cloud-based AMS that helps insurance agencies streamline operations, grow sales, and boost efficiency with integrated CRM, policy admin, accounting, and automation—built on the Salesforce platform. Seamlessly integrates CRM, AMS, and accounting to power agency growth and efficiency. Customizable …»